Creating an Investment Policy Statement
Boone, Norman M.; Lubitz, Linda S.
ISBN 10: 0975344803 ISBN 13: 9780975344804
Published by Advisorpress, 2004
Used
Paperback
From
ThriftBooks-Phoenix, Phoenix, AZ, U.S.A.
Seller rating 5 out of 5 stars
AbeBooks Seller since May 14, 2010
This specific item is no longer available.
About this Item
Description:
May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less. Seller Inventory # G0975344803I4N00
Synopsis:
What is an Investment Policy Statement? The IPS provides the foundation for all future investment decisions to be made by an investor.It serves as a guidepost, identifying goals, creating a system and discipline for a decisions. A client said,"Once the trustees adopted the Investment Policy Statement, we found that we were making our decisions in a deliberate fashion, rather than in the "heat of battle."Since we'd already thought about how things would get done under a variety of circumstances, we no longer found ourselves getting emotional. Planning ahead makes it easier for all of us when the investment markets get turbulent." If you are an investment advisor, financial planner, stock broker, insurance agent, CPA or attorney advising your clients about their money, this innovative book will be a key tool for working with clients.
"About this title" may belong to another edition of this title.
Bibliographic Details
Title: Creating an Investment Policy Statement
Publisher: Advisorpress
Publication Date: 2004
Binding: Paperback
Condition: Very Good
Dust Jacket Condition: No Jacket